Individuals & Families
Wills and estates
Help with preparing or updating a will and dealing with an estate after someone has died. We explain the documents and steps involved, and assist where questions or disputes arise.
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How we can help
- Preparing a will: discuss your wishes, the people involved and the documents needed to record your instructions.
- Updating an existing will: review changes in your family, assets or preferences and consider whether the document needs attention.
- Estate matters: help clarify the documents and practical steps following a death, and discuss questions or disputes that arise.
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Specific matters we can assist with
Wills and changing family circumstances
Record wishes about beneficiaries, executors and gifts, and review existing wills after marriage, separation, a birth or changes to assets.
Powers of attorney and future decisions
Discuss appointments for financial and personal decisions, the scope of the proposed authority and the documents needed to record your instructions.
Probate and letters of administration
Assist with applications following a death, including identifying the relevant will, proposed applicant, estate assets and supporting documents.
Estate administration and distribution
Help executors or administrators organise asset and liability information, communicate with beneficiaries and document proposed distributions.
Contesting a will and estate disputes
Review family provision concerns, disputed wills, executor conduct and disagreements between beneficiaries, with attention to relevant dates and evidence.
Business and overseas assets
Identify estate planning issues involving business interests, trusts, jointly held property or overseas assets, and discuss any coordination needed with other advisers.
Executor appointments and original documents
Discuss proposed executor appointments, the responsibilities involved and arrangements for original wills and estate records, confirming any ongoing role or document storage separately.
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From enquiry to next steps
- Tell us about the matter: share the background, your main concern and any important dates.
- Agree the scope: discuss the documents, proposed work, fees and timing.
- Take the next step: once the engagement is confirmed, we proceed with the agreed work and keep you informed.
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Common questions
Can you review a will I already have?
Yes. Bring the existing document and explain what has changed or what concerns you. We can discuss whether an update is appropriate.
Can I ask about an estate dispute?
Yes. Tell us your relationship to the estate and provide the documents you have. We will discuss the issues and whether we can assist with your particular matter.
Discuss your circumstances
Tell us what you need help with, any relevant dates and your preferred language. We will discuss the matter and confirm the available assistance and engagement arrangements.